HGWM

Horst & Graben Wealth Management Portfolio holdings

AUM $655M
1-Year Est. Return 14.17%
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.34M
3
+$6.05M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.62M

Top Sells

1
+$14.2M
2
+$4.17M
3
+$3.75M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$2.27M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.75M

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 2.19%
3 Real Estate 1.91%
4 Financials 1.03%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.2K 0.01%
3,029
152
– –
-11,632
153
– –
-101,882
154
– –
-2,773
155
– –
-5,341
156
– –
-1,086
157
– –
-4,897
3 4 5 6
7